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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Boulder | CO | 07/2014 | 09/2025 |
| Elevation Point Wealth Partners, Llc | Tequesta | FL | 09/2025 | Present |
Kingdom Training Foundation. 3500 W Hillsboro Blvd #103, Coconut Creek, FL 33073. Not Investment-Related. Member, Board of Directors and Treasurer. Responsibilities include maintaining the budget and ensuring Foundation funds are used as intended. Start Date: 12/01/2015. 4 hrs/month; after trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-23 |
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